ABINGDON, VA
Allocation by class
Portfolio Concentration
Top 3 weight
16.7%
Top 10 weight
45.0%
Voting Authority Distribution
Total shares with voting rights: 9.06M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
9.06M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 747.99K | SH | $34.15M 5.77% | 0.00 | 0.00 | 747.99K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.08M | SH | $32.39M 5.47% | 0.00 | 0.00 | 1.08M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.12M | SH | $32.16M 5.43% | 0.00 | 0.00 | 1.12M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 956.84K | SH | $32.09M 5.42% | 0.00 | 0.00 | 956.84K |
SSGA ACTIVE TRSOLE | STATE STREET BLA | 1.14M | SH | $31.81M 5.38% | 0.00 | 0.00 | 1.14M |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 537.84K | SH | $31.49M 5.32% | 0.00 | 0.00 | 537.84K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 212.89K | SH | $20.84M 3.52% | 0.00 | 0.00 | 212.89K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 238.74K | SH | $19.24M 3.25% | 0.00 | 0.00 | 238.74K |
NVIDIA CORPORATIONSOLE | COM | 95.96K | SH | $16.73M 2.83% | 0.00 | 0.00 | 95.96K |
APPLE INCSOLE | COM | 61.44K | SH | $15.59M 2.63% | 0.00 | 0.00 | 61.44K |
MICROSOFT CORPSOLE | COM | 30.99K | SH | $11.47M 1.94% | 0.00 | 0.00 | 30.99K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 248.17K | SH | $11.32M 1.91% | 0.00 | 0.00 | 248.17K |
BROADCOM INCSOLE | COM | 31.87K | SH | $9.86M 1.67% | 0.00 | 0.00 | 31.87K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 87.78K | SH | $9.70M 1.64% | 0.00 | 0.00 | 87.78K |
WISDOMTREE TRSOLE | US MIDCAP DIVID | 172.93K | SH | $9.09M 1.54% | 0.00 | 0.00 | 172.93K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP QUALITY | 85.92K | SH | $8.88M 1.50% | 0.00 | 0.00 | 85.92K |
ALPHABET INCSOLE | CAP STK CL A | 29.97K | SH | $8.62M 1.46% | 0.00 | 0.00 | 29.97K |
AMAZON COM INCSOLE | COM | 40.26K | SH | $8.38M 1.42% | 0.00 | 0.00 | 40.26K |
JPMORGAN CHASE & COSOLE | COM | 27.64K | SH | $8.13M 1.37% | 0.00 | 0.00 | 27.64K |
ISHARES TRSOLE | INTL DIV GRWTH | 89.72K | SH | $7.52M 1.27% | 0.00 | 0.00 | 89.72K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 80.50K | SH | $7.12M 1.20% | 0.00 | 0.00 | 80.50K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 82.79K | SH | $6.67M 1.13% | 0.00 | 0.00 | 82.79K |
META PLATFORMS INCSOLE | CL A | 11.64K | SH | $6.66M 1.13% | 0.00 | 0.00 | 11.64K |
CATERPILLAR INCSOLE | COM | 8.55K | SH | $6.06M 1.02% | 0.00 | 0.00 | 8.55K |
LOCKHEED MARTIN CORPSOLE | COM | 9.39K | SH | $5.68M 0.96% | 0.00 | 0.00 | 9.39K |